With the new proposal layout, we have rolled out 3 new updates that will help you to utilize the power of the new proposal format. If you don’t want to force customers to sign the proposal in or...
proposal video feature
Video Sample Script: PROPOSAL HEADER VIDEO
Thank the customer for getting a quote and explain what they see below (bundles, packages, let them know to select a service, sign and hit “I’m ready to schedule” to approve OR Frame...
Using Videos in your Bids and Proposals
There are 4 types of videos you can integrate in your Sales Process. Below you can see the purpose of each video and where to install it! If you have trouble with installation, find tips and frequentl...